+20.6%
NXPI vs PSLV
+154.2%
-133.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.3% | +4.2% | +4.4% |
| 7D | +3.9% | -3.5% | +7.3% | +4.6% |
| 30D | +1.4% | -2.1% | +3.5% | +1.7% |
| 3M | -21.5% | -1.6% | -19.9% | -21.6% |
| 6M | +19.4% | -25.5% | +44.9% | +25.8% |
| YTD | +9.9% | -11.4% | +21.4% | +7.4% |
| 1Y | +7.9% | +48.6% | -40.7% | -9.4% |
| 3Y | +22.7% | +166.9% | -144.2% | -12.7% |
| All | +20.6% | +154.2% | -133.7% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PSLV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling